Crux Wealth Advisors Purchases in Q1 2025

Crux Wealth Advisors

  • $192 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
129K
New
$40.77 - $42.27 $5.26M - $5.45M
129K $5.43B
SPYG
Spdr Portfolio

ETFs
41.7K
New
$80.05 - $92.39 $3.34M - $3.85M
41.7K $3.35B
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
28.4K
New
$105.24 - $117.4 $2.98M - $3.33M
28.4K $3.01B
Bny Mellon ETF Trust Ii
115K
New
N/A
115K $2.92B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2K
+ 33.49%
$442.66 - $534.52 $883K - $1.07M
7.95K $4.24B
BKCI
Bny Mellon ETF Tr Concentrated
27.1K
New
$47.19 - $50.41 $1.28M - $1.36M
27.1K $1.29B
PM
Philip Morris International Inc.

Consumer Defensive
4.28K
+ 67.81%
$117.15 - $158.79 $502K - $680K
10.6K $1.68B
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
19K
New
$47.41 - $48.44 $902K - $922K
19K $906M
SCHW
Schwab Charles Corp

Financial Services
6.73K
+ 39.83%
$71.24 - $83.64 $479K - $563K
23.6K $1.85B
BKIE
Bny Mellon ETF Tr Internationa

ETFs
6.58K
New
$71.58 - $79.91 $471K - $526K
6.58K $509M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
9.53K
New
$50.03 - $50.27 $477K - $479K
9.53K $478M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.43K
New
$50.39 - $50.66 $475K - $478K
9.43K $477M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
23.7K
New
$20.07 - $20.16 $477K - $479K
23.7K $477M
SBND
Columbia ETF Tr I Short Durati

ETFs
25.5K
New
$18.36 - $18.71 $469K - $478K
25.5K $475M
WFC
Wells Fargo & Company

Financial Services
6.07K
+ 61.4%
$66.78 - $81.42 $405K - $494K
16K $1.15B
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
4.39K
New
$93.1 - $106.93 $409K - $469K
4.39K $420M
BKSE
Bny Mellon ETF Tr Us Small Cap

ETFs
4.48K
New
$91.6 - $105.6 $410K - $473K
4.48K $418M
Innovator Etfs Trust
15.3K
New
N/A
15.3K $405M
UL
Unilever PLC

Consumer Defensive
6.42K
+ 97.18%
$54.72 - $60.29 $351K - $387K
13K $776M
COP
Conocophillips

Energy
3.53K
+ 90.8%
$88.6 - $105.85 $312K - $373K
7.41K $778M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
7.96K
New
$48.31 - $49.23 $385K - $392K
7.96K $391M
XOM
Exxon Mobil Corp

Energy
2.31K
+ 25.1%
$105.44 - $118.93 $243K - $275K
11.5K $1.37B
NVS
Novartis Ag

Healthcare
2.8K
+ 67.67%
$97.14 - $115.57 $272K - $323K
6.93K $772M
KMX
Carmax Inc

Consumer Cyclical
5.24K
+ 50.6%
$69.25 - $89.19 $363K - $467K
15.6K $1.21B
FLMI
Franklin Dynamic Municipal Bon

ETFs
13.9K
New
$24.22 - $24.86 $337K - $346K
13.9K $340M
AMAT
Applied Materials Inc

Technology
2.34K
New
$145.06 - $195.51 $339K - $457K
2.34K $339M
EBAY
Ebay Inc

Consumer Cyclical
4.39K
+ 73.86%
$61.61 - $70.93 $271K - $311K
10.3K $700M
MCK
Mckesson Corp

Healthcare
402
+ 78.82%
$566.21 - $672.99 $228K - $271K
912 $614M
BDX
Becton Dickinson & CO

Healthcare
1.39K
+ 113.46%
$222.79 - $249.08 $310K - $346K
2.62K $599M
Innovator Etfs Trust
10.7K
New
N/A
10.7K $318M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.53K
New
$56.17 - $59.71 $311K - $330K
5.53K $316M
SNY
Sanofi

Healthcare
4.73K
+ 74.02%
$48.15 - $59.42 $228K - $281K
11.1K $617M
BK
Bank Of New York Mellon Corp

Financial Services
3.24K
+ 70.39%
$75.42 - $88.95 $244K - $288K
7.84K $657M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
5.12K
+ 14.7%
$50.82 - $52.7 $260K - $270K
39.9K $2.1B
FDL
First Tr Morningstar Dividend

ETFs
6.77K
New
$39.69 - $43.83 $269K - $297K
6.77K $294M
RTX
Raytheon Technologies Corp

Industrials
2.22K
New
$114.1 - $135.66 $253K - $301K
2.22K $294M
BKEM
Bny Mellon ETF Tr Emerging Mkt

ETFs
4.83K
New
$57.12 - $63.13 $276K - $305K
4.83K $293M
PEP
Pepsico Inc

Consumer Defensive
1.91K
New
$142.64 - $156.42 $272K - $298K
1.91K $286M
BKNG
Booking Holdings Inc.

Consumer Cyclical
87
+ 25.59%
$4295.4 - $5141.88 $374K - $447K
427 $1.97B
GD
General Dynamics Corp

Industrials
980
+ 76.8%
$241.94 - $272.58 $237K - $267K
2.26K $615M
OMC
Omnicom Group Inc.

Communication Services
3.3K
New
$79.43 - $88.34 $262K - $291K
3.3K $273M
MDT
Medtronic PLC

Healthcare
1.43K
+ 11.15%
$79.84 - $94.5 $114K - $135K
14.3K $1.28B
GOOG
Alphabet Inc.

Communication Services
2.7K
+ 47.32%
$156.06 - $207.71 $422K - $561K
8.41K $1.31B
META
Meta Platforms, Inc.

Communication Services
480
+ 8.2%
$576.36 - $736.67 $277K - $354K
6.33K $3.65B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.13K
+ 17.31%
$45.92 - $47.58 $190K - $196K
28K $1.33B
MUB
Ishares National Muni Bond ETF

ETFs
1.94K
+ 83.45%
$104.71 - $107.69 $203K - $208K
4.26K $449M
MA
Mastercard Inc

Financial Services
284
+ 17.22%
$504.67 - $576.31 $143K - $164K
1.93K $1.06B
CHKP
Check Point Software Technologies LTD

Technology
311
+ 10.71%
$179.88 - $231.31 $55.9K - $71.9K
3.22K $733M
BAC
Bank Of America Corp

Financial Services
4.69K
+ 52.47%
$39.61 - $47.74 $186K - $224K
13.6K $569M
Activity Summary
Buys All Purchases 87 New Holdings 24 Increased Positions 63 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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